| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle McCarthy Vantage Financial Partners LLC | 7,053 | $549,874.65 | $692,957.25 | $143,082.6 | 26.02% |
Allison Tronnes Forum Financial Management LP | 6,139 | $450,540.8 | $603,156.75 | $152,615.95 | 33.87% |
Michael O'Connor Capasso Planning Partners LLC | 5,149 | $497,290.42 | $520,203.47 | $22,913.05 | 4.61% |
Paul Elam Oak Harbor Wealth Partners LLC | 42,461 | $3.1M | $4.25M | $1.15M | 36.91% |
| LWL Leo Wealth LLC Leo Wealth LLC | 6,285 | $494,268.25 | $617,501.25 | $123,233 | 24.93% |
Christopher Clancy Global Wealth Strategies & Associates | 503,820 | $34.96M | $49.5M | $14.54M | 41.57% |
William Jollie Quent Capital LLC | 32,415 | $2.61M | $3.28M | $667,954.65 | 25.61% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 3,069 | $277,836.57 | $310,552.11 | $32,715.54 | 11.78% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 3,592 | $224,523.29 | $352,914 | $128,390.71 | 57.18% |
Missy Straw Nilsine Partners LLC | 30,911 | $2.3M | $3.04M | $739,839.6 | 32.21% |
Dalila Toledo Ascent Group LLC | 116,191 | $8.86M | $11.42M | $2.56M | 28.86% |
| EM Erin Mccann Simplicity Wealth LLC | 20,798 | $1.64M | $2.08M | $437,932.26 | 26.66% |
Joseph J. Costigan apricus wealth LLC | 2,374 | $229,280.92 | $233,245.5 | $3,964.58 | 1.73% |
Michael Byun SageView Advisory Group LLC | 181,320 | $13.66M | $18.33M | $4.66M | 34.14% |
Owen Schrum Schrum Private Wealth Management LLC | 7,214 | $598,902.22 | $729,191.13 | $130,288.91 | 21.75% |
Kristofer Gray Integrity Financial Corp. /WA | 426 | $31,329.08 | $41,854.5 | $10,525.42 | 33.6% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 142,895 | $11.03M | $14.04M | $3.01M | 27.28% |
David T. Morgan High Net Worth Advisory Group LLC | 53,214 | $3.95M | $5.23M | $1.28M | 32.52% |
Jason Matthews Kfg Wealth Management LLC | 2,423 | $186,774.86 | $238,059.75 | $51,284.89 | 27.46% |
Samuel Miller Kraft, Davis & Associates LLC | 3,535 | $258,184.94 | $347,313.75 | $89,128.81 | 34.52% |